KYC Periodic Review Lead – Private Wealth, Sydney

KYC Periodic Review - Private Wealth - 12m initial contract Our client is a leading Private Wealth Manager seeking an experienced KYC candidate to join their team for an initial 12 month contract in their Sydney office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) documentation...

Sydney Wealth Management Contract or Temporary Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract. Theideal candidate will have wealth management / Private banking / client onboarding /KYC experience from a global firm and...

Melbourne Wealth Management Contract or Temporary Our client is a leading Private Wealth Manager seeking an experienced KYC candidate to join their team for an initial 12-month contract in their Melbourne office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) documentation throughout...

Integral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...

A financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...

A leading Wealth Management firm in Sydney is seeking an experienced Business Analyst with 5-8 years of experience in the financial services sector. The candidate will manage project initiatives and business analysis for the transformation agenda, requiring specific expertise in Wealth Management and KYC automation. This is a full-time in-office position,...

Sydney Wealth Management Contract or Temporary Leading global Wealth Management firm seeking an experienced Business Analyst with circa 5-8 years BA experience from within the Wealth Management industry for a initial 12m contract The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and...

Sydney Wealth Management Permanent An exceptional opportunity has arisen for a Private Banking Client Services Rep (CSR) to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management,...

We are looking for a detail‑oriented KYC Manager who combines initiative and experience with a meticulous, systematic approach to work. The ideal candidate will excel in creative problem‑solving and be well‑suited to a busy role in a fast‑paced environment. You will oversee KYC checks on both individuals and corporate clients across multiple...

Melbourne Wealth Management Contract or Temporary This position lies with the Account Management Team (AMT), a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. The ideal candidate will have experience working in a...